Phases

Document Phases¶

Users can configure document phases on the Sales Document Phases page.

Translations are available for phase descriptions and e-mail subjects.

Notifications can be tested using the Notification Preview function.

Document Type – Option (Sales Order, Sales Invoice, Sales Credit Memo, Transfer Order, Posted Sales Invoice, Sales Archive, Sales Return Order).
Each document type has its own independent set of phases. Additional document types can be added via extensions.
Code – Code[20].
Unique identifier of the phase.
Description – Text[50].
Internal description of the phase.
Public Description – Text[100].
Public-facing description of the phase for external services (e.g., e-shop, WMS).
Type – Option.
Determines the behavior of the phase. Certain types are used for automatic phase changes.

Default – Boolean.
Defines the default phase assigned to newly created documents. Only one default phase can exist per document type.
Canceled – Boolean.
A canceled phase cannot be selected automatically by phase management or manually by users.
Manual Phase – Boolean.
If enabled, the phase can be manually selected from the document page using a dedicated function.
Exclude from Phase Management – Boolean.
If enabled, the phase is excluded from the Phase Management report.

Payment Confirmed – Option (blank, Payment Confirmed, Payment Not Confirmed).
Used to filter documents based on payment status. The value is determined by the Paid field on the Sales Header.
Previous Phase Filter – Text[2048].
Defines which previous phases (by code) the document must have been in to transition to this phase.
Multiple values can be combined using the | symbol.
Reason Code Filter – Text[2048].
Defines required reason codes for transition to this phase.
Multiple values can be combined using the | symbol.
Payment Method Code Filter – Text[2048].
Defines required payment method codes for transition.
Multiple values can be combined using the | symbol.
Interval (Days) – Integer.
Defines the number of days a document must remain in the previous phase before transitioning.
Example: waiting for payment before automatic cancellation.
The document must not be in an error phase for the time to count toward the interval.

E-mail Notification Layout – Lookup (Report Layouts – 9660, List).
Defines the layout used for the body of the notification e-mail.
E-mail Notification Subject – Text[50].
Defines the e-mail subject.
%1 can be used as a placeholder for the document number.
Assigned Attachments – Calculated field.
Displays the number of attachments linked to the phase, with drill-down to the E-mail Notification Attachments page.

Assigned Actions – Calculated field.
Displays the number of actions linked to the phase, with drill-down to the Sales Doc. Phase Actions page.